Sr. Relationship Manager - Wealth - Delhi - Videocon Towers (9th Floor) - MM

Client Acquisition and Relationship Management:

• Identify and build Corporate opportunity for NPS and financial wellness offerings across Corporate segments in the assigned geography – Large, Mid, Small Corporates & others


• Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform


• Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process


• Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus


• Drive acquisition channels by leveraging Tata Capital business presence in the assigned geography


• Collaborate with internal Tata Capital team’s to drive synergy in acquiring corporates and wealth business opportunities from their existing relationships


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  Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this

  
  

   

Marketing and Engagement:

• Implement Marketing and Communication plan for managed Corporate relationships


• Drive awareness initiatives across all key touch points


• Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships


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  Collaborate with the internal teams such as operations and compliance as well as external stakeholders 

  
  

   

Product Expertise:

• Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards


• Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact financial products and its subscribers